Org Partners LLC Incresed Positions in Q3 2025

Org Partners LLC

  • $450 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
56
+ 0.54%
$339.37 - $366.46 $19K - $20.5K
10.5K $3.83M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
491
+ 5.29%
$236.25 - $257.69 $116K - $127K
9.77K $2.5M
KMB
Kimberly Clark Corp

Consumer Defensive
2.27K
+ 138.86%
$121.72 - $136.77 $276K - $310K
3.9K $485K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
385
+ 12.53%
$224.68 - $282.71 $86.5K - $109K
3.46K $965K
NOC
Northrop Grumman Corp

Industrials
10
+ 0.42%
$498.9 - $609.32 $4.99K - $6.09K
2.38K $1.45M
MO
Altria Group, Inc.

Consumer Defensive
904
+ 3.58%
$57.75 - $67.68 $52.2K - $61.2K
26.2K $1.73M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.62K
+ 46.87%
$40.2 - $44.58 $186K - $206K
14.5K $636K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.4K
+ 675.95%
$20.41 - $20.67 $233K - $236K
13.1K $269K
ORCL
Oracle Corp

Technology
287
+ 11.64%
$218.96 - $328.33 $62.8K - $94.2K
2.75K $774K
CGUS
Capital Group Core Equity ETF
5.19K
+ 56.74%
$36.89 - $39.72 $191K - $206K
14.3K $566K
OUNZ
Van Eck Merk Gold Trust

ETFs
2.98K
+ 14.74%
$31.49 - $37.19 $93.8K - $111K
23.2K $862K
APH
Amphenol Corp

Technology
31
+ 0.37%
$97.39 - $125.4 $3.02K - $3.89K
8.35K $1.03M
BITO
Proshares Tr Bitcoin Strategy

ETFs
12.3K
+ 68.6%
$18.74 - $23.05 $230K - $283K
30.2K $593K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.39K
+ 72.0%
$137.51 - $145.26 $192K - $202K
3.33K $474K
CGGO
Capital Group Global Growth Eq

ETFs
5.39K
+ 59.11%
$31.71 - $34.17 $171K - $184K
14.5K $496K
IESC
Ies Holdings, Inc.

Industrials
328
+ 45.94%
$289.3 - $397.65 $94.9K - $130K
1.04K $414K
CGDV
Capital Group Divid Value ETF

ETFs
4.16K
+ 39.14%
$39.59 - $42.21 $165K - $176K
14.8K $621K
GS
Goldman Sachs Group Inc

Financial Services
175
+ 26.08%
$696.56 - $806.32 $122K - $141K
846 $673K
IWS
Ishares Russell Midcap Value E

ETFs
1.23K
+ 52.79%
$132.83 - $140.61 $164K - $173K
3.56K $497K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.7K
+ 28.28%
$98.52 - $103.93 $168K - $177K
7.72K $795K
RAAX
Vaneck ETF Trust Inflation All

ETFs
4.06K
+ 33.43%
$31.5 - $34.46 $128K - $140K
16.2K $558K
NTR
Nutrien Ltd.

Basic Materials
3K
+ 5454.55%
$55.69 - $62.11 $167K - $186K
3.06K $179K
PPA
Invesco Exchange Traded Fd Tr

ETFs
870
+ 29.87%
$139.82 - $155.45 $122K - $135K
3.78K $588K
EIX
Edison International

Utilities
2.78K
+ 71.58%
$50.42 - $56.35 $140K - $157K
6.67K $368K
XOM
Exxon Mobil Corp

Energy
392
+ 1.68%
$105.83 - $117.22 $41.5K - $46K
23.7K $2.67M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
1.37K
+ 5.7%
$65.91 - $70.63 $90.1K - $96.6K
25.3K $1.78M
META
Meta Platforms, Inc.

Communication Services
221
+ 7.18%
$695.21 - $791.73 $154K - $175K
3.3K $2.42M
DIS
Walt Disney CO

Communication Services
1.39K
+ 74.81%
$112.25 - $124.0 $156K - $172K
3.24K $371K
XLF
Financial Sector Spdr

ETFs
2.58K
+ 125.35%
$51.37 - $54.25 $133K - $140K
4.64K $249K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
6K
+ 705.88%
$23.12 - $23.59 $139K - $142K
6.85K $160K
JPM
Jpmorgan Chase & CO

Financial Services
138
+ 3.97%
$282.78 - $316.06 $39K - $43.6K
3.62K $1.14M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
60
+ 1.26%
$105.16 - $140.03 $6.31K - $8.4K
4.82K $653K
AMZN
Amazon Com Inc

Consumer Cyclical
529
+ 1.84%
$211.65 - $238.24 $112K - $126K
29.2K $6.42M
FAST
Fastenal CO

Industrials
2.06K
+ 77.8%
$42.47 - $50.39 $87.4K - $104K
4.7K $230K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
294
+ 1.67%
$84.28 - $89.46 $24.8K - $26.3K
18K $1.6M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
70
+ 2.88%
$43.07 - $91.37 $3.01K - $6.4K
2.5K $228K
ES
Eversource Energy

Utilities
1.43K
+ 89.23%
$62.86 - $71.14 $89.6K - $101K
3.02K $214K
PNR
Pentair PLC

Industrials
834
+ 35.82%
$100.62 - $112.59 $83.9K - $93.9K
3.16K $350K
CGCP
Capital Group Core Plus Income

ETFs
4.73K
+ 36.03%
$22.27 - $22.95 $105K - $108K
17.8K $405K
UBER
Uber Technologies, Inc

Technology
781
+ 12.81%
$86.91 - $99.57 $67.9K - $77.8K
6.88K $673K
HOOD
Robinhood Markets, Inc.

Technology
97
+ 5.45%
$91.27 - $143.18 $8.85K - $13.9K
1.88K $268K
IAU
Ishares Gold Trust

ETFs
174
+ 2.03%
$61.62 - $72.77 $10.7K - $12.7K
8.76K $637K
GE
General Electric CO

Industrials
88
+ 5.32%
$244.75 - $305.63 $21.5K - $26.9K
1.74K $524K
PNC
Pnc Financial Services Group, Inc.

Financial Services
20
+ 0.31%
$185.88 - $207.44 $3.72K - $4.15K
6.47K $1.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
88
+ 13.37%
$404.94 - $499.99 $35.6K - $44K
746 $361K
SHW
Sherwin Williams CO

Basic Materials
272
+ 162.87%
$330.88 - $375.23 $90K - $102K
439 $152K
BAC
Bank Of America Corp

Financial Services
738
+ 5.6%
$44.92 - $52.42 $33.2K - $38.7K
13.9K $718K
HD
Home Depot, Inc.

Consumer Cyclical
90
+ 6.88%
$357.4 - $423.42 $32.2K - $38.1K
1.4K $566K
EMR
Emerson Electric CO

Industrials
676
+ 65.19%
$128.6 - $149.63 $86.9K - $101K
1.71K $224K
Activity Summary
Buys All Purchases 828 New Holdings 194 Increased Positions 634 Sells All Sells 327 Reductions 324 Sold out 3 Options Calls 0 Puts 0
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